Market Watch

January 28, 2012 @ 12:32 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
NYSE Composite 7,876.61- 7.29
10 Year Treasury Note 1.90- 0.03
OSX Oil Service Sector Index 239.65+ 2.99

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AXA Advisors, LLC

Mark VanderZyl, Financial Consultant

Welcome!  My website is designed to provide you with tools to help manage your personal finances and investments.  You’ll find newsletter articles about current issues in the financial industry; financial calculators to help you estimate your future values or determine your needs, and much more.  Check back often for new content and stay up to date on the current news and concepts behind insurance, investing, estate planning, and wealth preservations. If there are topics you do not see addressed, feel free to contact me with questions.

Working with a skilled professional who is committed to helping you realize your financial goals is a valuable resource. I look forward to being available to answer your questions and guide you through the entire process from defining goals, to evaluating options, and finally to executing your individualized financial strategy.

I graduated from the University of Iowa in 2004 with a Bachelor of Business Administration from the Henry B. Tippie College of Business and immediately began my career with AXA.  I was fortunate to have the opportunity to spend the next 18 months learning from a 25-year veteran of the industry in a mentorship program.  I then transitioned to a Financial Consultant, helping individuals and small businesses achieve their financial goals. 

As an AXA Advisors financial professional I strive to deliver sound financial, investment and insurance strategies designed to help you take control of your future. This is done through a variety of methods including:

  • Developing a financial plan
  • Preparing a detailed assets allocation analysis
  • Implementing a needs-based insurance strategy
  • Creating a customized executive benefits program for businesses

To learn more about the valuable work we can do for you, send me an e-mail, call (319) 365-6983, or contact my partner John T. Mack (www.johntmack.com). Thank you.

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info